Client Handouts

Home Office

  • Home Office Deductions (PDF)

Home Owners

  • Home Owner Tax Savings

  • Record of Home Improvements

  • Homeowner Records to Keep

  • Understanding Home Improvements

  • Southern CA Property Taxes

Personal

  • Record Retention Schedule

  • Recordkeeping Rules

  • Non-Cash Charitable Contributions

IRS Information

  • IRS Data Security Awareness Publication 4524

  • Form 7202 Purpose & Use

  • Beneficial Ownership Information

  • Regular Tax vs AMT Explanation

Useful Information

  • Tax Return Flowchart - Publisher

  • Tax Return Flowchart - PowerPoint

Death of a Taxpayer

  • What Happens to My Assets Upon Death

  • A Death in the Family

  • Common Questions about Tax Return at Death

  • Death Triggered Tax Issues

Estate Tax

  • What Do I Pay on my Inheritance?

  • Estate Tax - How it works

  • Estate-Trust How They Go Together

  • Executor's Checklist

Miscellaneous Tools & Tips

  • Table of Consanguinity

  • Income vs Transfers

Preparer Tax Aids

Forms

  • Client Source Document Inventory

Business

  • How to report 1099-NEC as employee

  • Business Income & Expense Worksheet

  • Business Use of Home

  • Car & Truck Expenses

Charity

  • Publication 1771 Charitable Contributions

Clergy

  • Minister's Housing Allowance

  • Methodists Housing Allowance

Tax Organizer Docs

Tax Guidelines

  • Tax Interview Guide (rev. 12/2023)

  • Use Tax Worksheet Tax

  • Interview Guide for Estates & Trusts

  • Tax Interview Guide for S-Corps

Client Intake Forms

  • Non-Cash Charitable Contributions

  • Tax Planning Questionnaire

  • Domicile Questionnaire

  • Client Update Form

  • New Client Document Request List - Individual

  • New Client Document Request List - Trust/Estate

  • New Client Document Request List - Business Entity

Business Forms

  • Business Use of Home

  • Car & Truck Expenses

  • Car & Truck Dispositions

  • Form 7202 Questionnaire

  • Business Income & Expense Worksheet

  • Schedule C or F - Not-for-Profit Worksheet

Videos

Tax Updates

  • Form 7202 (January 2021)

  • Look Back for EITC & 7202 (January 2021)

  • 7202 Due Diligence (January 2021)

Practice Management

  • Cracking the code: 7 Secrets to Stress-Proof Your Practice

  • CFS TaxTools Demo - workflows

Facebook Live Replays

  • 2019-2024

Practice Management

Miscellaneous Tools & Tips

  • Daily Priority To Do List

  • Estimated Tax Voucher envelopes

  • Not Required to File Follow up letter

  • Verification of Self-Employment

  • Tax Organizer Envelopes

  • Client Update Form

  • Client Identification Documents

  • New Client Document Request List - Individual

  • New Client Document Request List - Trust/Estate

  • New Client Document Request List - Business Entity

Agreement & Waiver Forms

  • Engagement Agreement - Individuals

  • Engagement Agreement - Trust & Estate

  • Engagement Agreement - Tax Planning

  • Engagement Agreement - Trust Accounting

  • Engagement Agreement - Tax Resolution

  • Engagement Agreement - Consultation

  • Engagement Agreement - Bookkeeping

  • Cancellation Agreement

  • Tax Planning Declination

  • Extension Acknowledgment Agreement

  • Hold Harmless Agreement - Confidentiality

  • Hold Harmless Agreement - Mailing

  • Hold Harmless Agreement - Mortgage Interest Deduction

  • Payment Plan Agreement - Adobe Fill & Print

  • Payment Plan Agreement - Editing Enabled

  • 2021 Recovery Rebate Waiver - Word

  • 2021 Recovery Rebate Waiver - pdf

  • Declination to amend CA return for IRS assessment

  • Disclaimer for divorced couples

  • Marital Filing Status Election

  • Statement of Physical Separation

  • 2021 Child Tax Credit Payments Waiver - Word

  • 2021 Child Tax Credit Payments Waiver - pdf

  • Mid-Year Tax Law Changes Waiver - Word

Processing Cover Sheets

  • Processing Cover Sheet - Individuals

  • Processing Cover Sheet - Estates & Trusts

  • Processing Cover Sheet - Business Entities

  • Processing Cover Sheet - Extensions

Extension Toolkit

  • Processing Cover Sheet - Extensions

  • Extension Acknowledgment Agreement

  • Extension Notice

Preparer Tax Worksheets

Businesses

  • Electronic Payment Authorization (e-file direct debit)

  • Partnership Basis Worksheet

  • Business Income & Expense Worksheet

  • Business Use of Home

  • Car & Truck Expenses

Individuals

  • Extension Notice

  • Extension Acknowledgment Agreement

  • Electronic Payment Authorization (e-file direct debit)

  • Community Property Allocation

Bookkeeping & Payroll

  • Engagement Agreement - Bookkeeping

  • Bookkeeping Assessment Questions

  • Bookkeeping Pricing Guidelines

Clergy

  • Clergy Housing Allowance - Renter

  • Clergy Housing Allowance - Homeowner

  • Clergy Housing Allowance - Pub 517 Example

Vehicles

  • State Tax Refund Adjustment

  • 2018 Vehicle Deemed Depreciation Recapture (& sample illustration)

  • Car & Truck Expenses

  • Car & Truck Dispositions

  • Commuting Deduction Map

Property

  • Rental Income & Expense Worksheet

  • Car & Truck Expenses

  • Business Use of Home

  • Schedule E Rental - Not-for-Profit Worksheet

  • 1099-NEC Filing Requirement for Rental Property Owners

  • Real Estate Professional: Does the Taxpayer Qualify?

Miscellaneous

  • Days between dates calculator

Clergy

  • Minister's Housing Allowance

  • Methodists Housing Allowance

Estates & Trusts

Tax Preparation Tools

  • Engagement Agreement - Trust & Estate

  • Processing Cover Sheet - Estates & Trusts

  • Tax Interview Guide for Estates & Trusts

  • New Client Document Request List - Trust/Estate

LIKE WHAT YOU SEE?

There are SO many tool here to make your life easier and we continue to add more on a regular basis!

LOOKING FOR SOMETHING MORE?

With nearly 50 years in industry, we have developed so many handouts, worksheets and tools that have made our lives easier and our practice more profitable. Not all of our tools are up in the Toolbox yet because we have to make sure that they are complete with instructions and updated for you.

If you need something added, reach out...we probably have it or can create it and add it to the Toolbox!

All the information within this site is copyrighted material and any reproduction or sharing of content without permission is prohibited.

Privacy Policy

San Diego, CA

© 2018 - 2024 Beyond 4/15 Tax Coaching. All Rights Reserved

All the information within this membership site is copyrighted material and any reproduction or sharing of content without permission is prohibited

Contact Us

(858) 277-8780

coaching@byond415taxcoaching.com

Contact Us

(858) 277-8780

coaching@byond415taxcoaching.com

Privacy Policy

San Diego, CA

Privacy Policy

San Diego, CA

2018 - 2023 Beyond 4/15 Tax Coaching. All rights reserved.